SEQUENT PLANNING, LLC

OMAHA, Nebraska·2 registered advisors·CRD# 160381
SEC# 801-11397132402-953-3544
01

Firm Overview

AUM
$373M
Regulatory assets under management
Employees
80
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SEQUENT PLANNING, LLC

2 registered advisors
Michael Douglas Chochon
OMAHA, Nebraska
Richard Bert Reed
OMAHA, Nebraska
05

Office Locations

OMAHA, Nebraska
2 advisors

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Data sourced from SEC Form ADV filings. SEQUENT PLANNING, LLC (CRD# 160381) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.